Chamber of Commerce

      Cudlipp Financial Services, Inc

      ( 9 Reviews )

      Cudlipp Financial Services, Inc
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      Hours

      Tuesday:
      8:30 AM - 4:30 PM
      Wednesday:
      8:30 AM - 4:30 PM
      Thursday:
      8:30 AM - 4:30 PM
      Friday:
      8:30 AM - 4:30 PM
      Saturday:
      Closed
      Sunday:
      Closed
      Monday:
      8:30 AM - 4:30 PM
      CALL DIRECTIONS REVIEWS

      Chamber Rating

      4.6 - (9 reviews)
      8
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      0
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      1
      Read Our 9 Reviews

      Chamber Rating

      4.6 - (9 reviews)
      8
      0
      0
      0
      1
      › ‹
      • Martin McMillan

        Be careful and proceed with caution. The numbers presented are very similar to the design of a bikini. Designed to reveal what looks good yet also designed to cover up. It only took me a little over 6 months of doing business with this Family to learn in part that what took place doesn't look so good on their resume. Kinda like a bad design to begin with. Once I wrote a check and time went on and on and on it then became clear that I can do much much better elsewhere. Not because of the numbers but because of what I was sold and told and presented with VS what I actually obtained from them. I'm my 45 years as a business owner my letter grad would be a D - period. Only because I don't believe in failure being F.
        Sep 29th, 2023

      • Kevin

        Single best financial advisor you can find. Attentive, affordable, and extremely knowledgeable. Can't say enough good things!
        Dec 19th, 2020

      • Bernnie Garcia


        Jul 4th, 2020

      • Roosteroneyed F.

        I've know Mike for 30 years. He has always done right by me. He's very knowledgeable and professional. I highly recommend him.
        Sep 21st, 2019

      • Colin Dempsey

        A highly professional and dedicated staff who's knowledge of the financial world is unsurpassed.
        Mar 14th, 2018

      Read Our 9 Reviews

      About
      Cudlipp Financial Services, Inc

      Cudlipp Financial Services, Inc is located at 125 Sully's Trail #2 in Pittsford, New York 14534. Cudlipp Financial Services, Inc can be contacted via phone at 585-383-6555 for pricing, hours and directions.

      Contact Info

      •   585-383-6555

      Questions & Answers

      Q What is the phone number for Cudlipp Financial Services, Inc?

      A The phone number for Cudlipp Financial Services, Inc is: 585-383-6555.

      Q Where is Cudlipp Financial Services, Inc located?

      A Cudlipp Financial Services, Inc is located at 125 Sully's Trail #2, Pittsford, NY 14534

      Q What is the internet address for Cudlipp Financial Services, Inc?

      A The website (URL) for Cudlipp Financial Services, Inc is: http://www.cudlippfinancial.com/

      Q What days are Cudlipp Financial Services, Inc open?

      A Cudlipp Financial Services, Inc is open:
      Tuesday: 8:30 AM - 4:30 PM
      Wednesday: 8:30 AM - 4:30 PM
      Thursday: 8:30 AM - 4:30 PM
      Friday: 8:30 AM - 4:30 PM
      Saturday: Closed
      Sunday: Closed
      Monday: 8:30 AM - 4:30 PM

      Q How is Cudlipp Financial Services, Inc rated?

      A Cudlipp Financial Services, Inc has a 4.6 Star Rating from 9 reviewers.

      Hours

      Tuesday:
      8:30 AM - 4:30 PM
      Wednesday:
      8:30 AM - 4:30 PM
      Thursday:
      8:30 AM - 4:30 PM
      Friday:
      8:30 AM - 4:30 PM
      Saturday:
      Closed
      Sunday:
      Closed
      Monday:
      8:30 AM - 4:30 PM

      Related Categories

      Ratings and Reviews
      Cudlipp Financial Services, Inc

      Overall Rating

      Overall Rating
      ( 9 Reviews )
      8
      0
      0
      0
      1
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      Martin McMillan on Google

      image Be careful and proceed with caution. The numbers presented are very similar to the design of a bikini. Designed to reveal what looks good yet also designed to cover up. It only took me a little over 6 months of doing business with this Family to learn in part that what took place doesn't look so good on their resume. Kinda like a bad design to begin with. Once I wrote a check and time went on and on and on it then became clear that I can do much much better elsewhere. Not because of the numbers but because of what I was sold and told and presented with VS what I actually obtained from them. I'm my 45 years as a business owner my letter grad would be a D - period. Only because I don't believe in failure being F.

      Business Response on Google Sep 30th, 2023
      Martin McMillan came to us for help and to utilize our services. In the first meeting it was clear that investing at this level of sophistication was new to him. We spent an enormous amount of time getting his accounts in order and trying to advise and educate him. Despite our efforts, Martin ignored all of our advice and it was very difficult to work with him. At one point, Martin had a conversation with Mariah where he was rude, abusive, threatening, and inappropriate. This bullying was uncalled for and not something that we will tolerate. As a result of that conversation, I immediately instructed Martin to move his accounts as quickly as possible. We have a solid reputation of providing our clients with excellent customer service. Due to client referrals our practice has grown significantly every single year. Please call us for a complimentary consultation at 585-383-6555. We would love to have the opportunity to get to know each other!

      Kevin on Google

      image Single best financial advisor you can find. Attentive, affordable, and extremely knowledgeable. Can't say enough good things!

      Bernnie Garcia on Google

      image

      Roosteroneyed F. on Yelp

      image I've know Mike for 30 years. He has always done right by me. He's very knowledgeable and professional. I highly recommend him.

      Colin Dempsey on Google

      image A highly professional and dedicated staff who's knowledge of the financial world is unsurpassed.

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      Overall Rating

      Overall Rating
      ( 9 Reviews )
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